The Continuity Report helps you manage recurring subscriptions and billing cycles. You can search for customers with recurring charges, view their subscription details, and update multiple customer records at once using batch operations. This is useful for managing billing dates, amounts, processors, and subscription statuses in bulk.
Step 1: Access the Continuity Report
Click Go to E-commerce.
Go to Reports.
Select Continuity from the Reports dropdown menu.
Step 2: Configure Report Filters
The Continuity Report offers filtering options to help you find the specific recurring subscriptions you need to view or update:
Date Range Type
Choose how you want to filter subscriptions based on different date criteria:
Date Created: Find subscriptions that were created within the specified date range.
Cancel Date: Find subscriptions that were cancelled within the specified date range.
Next Bill Date: Find subscriptions whose next recurring charge is scheduled within the specified date range. This is the default option.
Last Decline Date: Find subscriptions whose last declined recurring transaction occurred within the specified date range.
Additional Filter Options
Refine your search results using these additional filters:
Campaigns: Filter by specific campaigns. You can select multiple campaigns or choose "All" to include all campaigns.
Processor: Filter by payment processor. You can select multiple processors or choose "All" to include all processors.
Product: Filter by specific product(s). You can select multiple products or choose "All" to include all products.
Affiliate: Filter by affiliate. You can select multiple affiliates or choose "All" to include all affiliates.
Billing Cycle: Filter by a specific recurring billing cycle number (e.g., cycle 1, cycle 2, etc.). Choose "All" to include all cycles.
Status: Filter by current subscription status. Options include: Trial, Active, Trial or Active, Complete, Cancelled, Retry Billing, Retry Failed, On Hold, or All.
Retry Num: Filter by the number of retry attempts. Options include: Initials Only (no retries), 1-10 retries, or All.
Exclude Refunded Customers: Filter out customers who have received refunds. Options include: All (show all customers), With Full or Partial Refund (exclude customers with any refund), With Full Refund (exclude only customers with full refunds), or All (show all customers).
Date Range: Set the specific date range for your selected Date Range Type. The maximum range is 120 months (10 years).
Step 3: Generate the Report
Configure your desired filters (date range type, campaigns, processors, products, affiliates, billing cycle, status, retry num, exclude refunded customers, and date range).
Click Search to generate the Continuity Report. The report will display matching recurring subscriptions in a table below the filters.
Step 4: Understanding the Results Table
The report displays detailed information for each recurring subscription including:
Customer: Customer name (clickable link to customer details page).
Date: The date associated with the subscription based on your selected Date Range Type (e.g., creation date, cancel date, next bill date, or last decline date).
Next Bill: The next scheduled billing date for this recurring subscription.
Amount: The current billing amount for this subscription.
Status: Current subscription status (Trial, Active, Complete, Cancelled, Retry Billing, Retry Failed, On Hold).
Purchase: The product name associated with this subscription.
Processor: The payment processor currently assigned to this subscription.
Cycle: The current billing cycle number (e.g., 1, 2, 3, etc.).
Last Txn: Description or text from the last transaction attempt.
Customer ID: Unique customer identifier.
Processor ID: Payment processor identifier.
Campaign ID: Associated campaign (site) identifier.
Step 5: Selecting Records for Batch Update
To update multiple subscriptions at once:
Use the checkboxes in the table to select individual subscriptions, or click the Select All button to select all displayed subscriptions. The button will change to Unselect All when all rows are selected.
Click the Update Batch button to open the batch update modal. You must select at least one subscription to proceed.
Step 6: Batch Update Options
In the batch update modal, you can modify the following fields for all selected subscriptions. Leave a field empty or unchanged if you don't want to update it:
Processor: Change the payment processor for the selected subscriptions. Select a processor from the dropdown or leave it as "Use Original Processors" to keep the current processor for each subscription.
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Next Billing Date: Set a new date for the next recurring charge. You can choose between two modes:
- Single Date: Set the same next billing date for all selected subscriptions. The date must be in the future (at least tomorrow).
- Date Range: Distribute the subscriptions across a date range. Select a start date and end date, and the system will spread the subscriptions evenly across those days. The modal will show you how many subscriptions will be processed per day. Both dates must be in the future.
Status: Update the subscription status for all selected subscriptions. Options include: Trial, Active, Complete, Cancelled, Retry Billing, Retry Failed, On Hold. Leave empty to keep the current status.
Amount: Modify the billing amount for future charges. Enter a new amount (must be at least 1). Leave empty to keep the current amount.
Retry Num: Adjust the retry attempt number for failed transactions. Enter a number (must be at least 1). Leave empty to keep the current retry number.
Step 7: Completing the Batch Update
After setting your desired values in the batch update modal, click Update Batch to process the changes.
The system will create a batch job that processes all the selected subscriptions with your specified changes. You'll see a success notification when the batch job is created.
The changes are applied immediately to the selected subscriptions. Each subscription will be updated according to the fields you specified in the batch update modal.
Step 8: Monitoring Batch Jobs
At the top of the Continuity Report page, you'll see the "Recent Batch Updates" section. This section displays all batch jobs you've created, showing:
ID: The unique job identifier.
Created By: The username of the person who created the batch job.
Next Bill Date: The new billing date(s) that were set (either a single date or a date range).
Amount: The new amount that was set (if changed).
Retry Num: The new retry number that was set (if changed).
Status: The new status that was set (if changed).
Processor: The new processor that was set (if changed).
Recurrings Num: The number of subscriptions that were updated in this batch job.
Managing Batch Jobs
Use the Refresh button to reload the batch jobs list and see the latest updates.
You can delete a batch job by clicking the delete action for that job. Deleting a batch job will revert all changes made by that job, restoring the subscriptions to their original values before the batch update was applied.
Export and Analysis
The Continuity Report includes a download feature that allows you to export your results to CSV format:
After generating your report, click the download icon in the action buttons area above the results table.
The exported CSV file will include the date range information at the top, followed by all visible customer records from your current filter results. This includes all columns shown in the table.
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